Good Morning: This is a daily review of the stocks in your portfolio, updated on Tuesday, July 22, 2025 at 7:17 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

ACHR

ACHR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.002439 -0.0036346 9975.61 2
Buy_Hold 1.542919 3.0216203 26870.75 1

##### ACHR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ACHRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ALT

ALT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1412051 0.2176891 11412.051 3
Buy_Hold -0.5732350 -0.7190910 5314.961 1

##### ALT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ALTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMD

AMD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2420859 0.3816301 12420.86 4
Buy_Hold 0.0930864 0.1419278 10680.27 1

##### AMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BBAI

BBAI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.000000 10000.0 0
Buy_Hold 3.065934 7.097179 37755.1 1

##### BBAI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BBAIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BKSY

BKSY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4926999 0.8172497 14927.00 4
Buy_Hold 2.1495063 4.5327551 29813.08 1

##### BKSY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BKSYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BTBT

BTBT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3549257 0.5729046 13549.257 4
Buy_Hold -0.3985507 -0.5314475 6323.809 1

##### BTBT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BTBTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BULL

BULL sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3998250 0.6512548 13998.25 2
Buy_Hold 0.2701998 0.4285193 12724.11 1

##### BULL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BULLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CHWY

CHWY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0018179 0.0027119 10018.18 3
Buy_Hold 0.1495753 0.2310305 11310.45 1

##### CHWY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CHWYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COIN

COIN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0740988 0.1124764 10740.99 2
Buy_Hold 0.2961176 0.4721999 13340.75 1

##### COIN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COINStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CTM

CTM sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.00000 10000.00 0
Buy_Hold 6.486033 19.11954 73626.38 1

##### CTM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CTMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

DIS

DIS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1059083 0.1619585 11059.08 4
Buy_Hold 0.1965541 0.3067930 12017.90 1

##### DIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
DISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELF

ELF sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0633602 -0.0929918 9366.398 1
Buy_Hold -0.1501561 -0.2154224 8497.145 1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HIMS

HIMS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1217155 0.1868104 11217.15 1
Buy_Hold 0.7834394 1.3695039 17989.42 1

##### HIMS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HIMSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

HOOD

HOOD sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3510154 0.5661406 13510.15 2
Buy_Hold 2.1618181 4.5650364 32873.35 1

##### HOOD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
HOODStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

IONQ

IONQ sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3116599 0.4986013 13116.60 2
Buy_Hold 0.9308996 1.6674925 20195.45 1

##### IONQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
IONQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTR

MSTR sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3230138 0.5179854 13230.14 2
Buy_Hold 0.1954345 0.3049702 12733.52 1

##### MSTR Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTRStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSTY

MSTY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.1228283 -0.1775073 8771.717 1
Buy_Hold -0.4151401 -0.5505873 6091.470 1

##### MSTY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSTYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET

NET sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0623347 10413.86 2
Buy_Hold 1.1753381 2.1863564 21289.70 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NFLX

NFLX sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2811043 0.4468445 12811.04 5
Buy_Hold 0.5049055 0.8394513 15272.69 1

##### NFLX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NFLXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ONDS

ONDS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0377359 0.0567871 10377.36 2
Buy_Hold 1.8662419 3.8074002 29605.26 1

##### ONDS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ONDSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

OUST

OUST sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 1.572610 3.091838 25726.10 4
Buy_Hold 2.001023 4.148349 28716.94 1

##### OUST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
OUSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QBTS

QBTS sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8599034 1.522573 18599.03 2
Buy_Hold 10.9415583 39.367494 115660.37 1

##### QBTS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QBTSStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RGTI

RGTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.302384 0.482826 13023.84 2
Buy_Hold 9.791946 33.712040 122748.10 1

##### RGTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RGTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ROBN

ROBN sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000000 0.000000 10000.00 0
Buy_Hold 1.641989 7.252938 25349.58 1

##### ROBN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ROBNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

RTAC

RTAC sd indic
## [1] NA
## [1] NA
RTAC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
RTACStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SHOP

SHOP sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1860016 0.2896455 11860.02 4
Buy_Hold 0.1791222 0.2785070 11944.75 1

##### SHOP Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SHOPStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SOFI

SOFI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2339978 0.3682363 12339.98 4
Buy_Hold 0.5311143 0.8874235 15685.69 1

##### SOFI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SOFIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SPY

SPY sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1095513 0.1676707 11095.51 4
Buy_Hold 0.0533925 0.0806495 10502.61 1

##### SPY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SPYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TGT

TGT sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.2281833 -0.3203746 7718.167 1
Buy_Hold -0.3465467 -0.4697729 6570.413 1

##### TGT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TGTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TMC

TMC sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.4814815 0.7969223 14814.82 2
Buy_Hold 6.2040814 18.0001170 73541.67 1

##### TMC Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TMCStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UNH

UNH sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.3234991 -0.4416468 6765.009 3
Buy_Hold -0.5409894 -0.6868621 4553.730 1

##### UNH Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UNHStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

UTI

UTI sd indic
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1867011 0.2907799 11867.01 5
Buy_Hold 0.5918571 1.0001570 15623.78 1

##### UTI Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
UTIStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))